LF Morant Wright Japan Fund A AccumulationRegister to Unlock Ratings |
Performance History | 31/07/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -12.7 | 10.3 | -6.8 | 5.8 | 1.8 |
![]() | +/-Cat | 1.4 | -5.2 | -17.4 | 6.6 | 10.0 |
![]() | +/-B’mrk | -4.4 | -4.4 | -16.3 | 3.8 | 7.0 |
Category: Japan Flex-Cap Equity | ||||||
Category Benchmark: TOPIX TR JPY |
Key Stats | ||
NAV 12/08/2022 | GBX 410.54 | |
Day Change | 1.80% | |
Morningstar Category™ | Japan Flex-Cap Equity | |
IA (formerly IMA) Sector | Japan | |
ISIN | GB0033010017 | |
Fund Size (Mil) 31/07/2022 | GBP 375.40 | |
Share Class Size (Mil) 12/08/2022 | GBP 1.01 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 09/07/2021 | 1.67% |
Morningstar Research |
Analyst Report |
Morant Wright Japan’s portfolio management team's experience and dedicated focus on Japanese equities is undoubtedly the bright spot here. However, concerns around the level of assets under management, and the constraints that brings, limit... |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | High |
Parent | Average |
Process | Average |
Performance | |
Price |
Investment Objective: LF Morant Wright Japan Fund A Accumulation |
The investment objective of CF Morant Wright Japan Fund is longer term capital growth principally through diversified investment in Japanese equities and related instruments. There may be times in light of adverse conditions when the investment manager will wish to hold positions in collective investment schemes, money market instruments and warrants. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Stephen Morant 12/05/2003 | ||
Andrew Millward 02/03/2009 | ||
Click here to see others | ||
Inception Date 12/05/2003 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
TOPIX TR JPY | TOPIX TR JPY |
Target Market | ||||||||||||||||||||
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Portfolio Profile for LF Morant Wright Japan Fund A Accumulation | 31/07/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 3.62 |
![]() | ![]() | 3.57 |
![]() | ![]() | 3.54 |
![]() | ![]() | 3.41 |
![]() | ![]() | 3.29 |
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LF Morant Wright Japan Fund A Accumulation |